Institutional Ownership Ishares Esg Aware U.S. Aggrega (EAGG)
This table provides information about the institutional ownership of Ishares Esg Aware U.S. Aggrega (EAGG). We have compiled data on the 458 institutions that hold shares in the stock, with a total of 69.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
62,108
shares
|
$2.94 Million
0.05% of portfolio
|
Q4 2023
Added 4.82%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
61,772
shares
|
$2.93 Million
0.22% of portfolio
|
Q4 2023
Added 109.59%
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
60,909
shares
|
$2.89 Million
0.08% of portfolio
|
Q4 2024
Reduced 31.49%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
59,695
shares
|
$2.83 Million
0.01% of portfolio
|
Q1 2025
Added 470.64%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
57,964
shares
|
$2.75 Million
0.52% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
57,791
shares
|
$2.74 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
56,419
shares
|
$2.67 Million
0.02% of portfolio
|
Q1 2025
Reduced 26.97%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
54,884
shares
|
$2.6 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jul 11, 2025 Q2 2025 |
54,669
shares
|
$2.59 Million
3.28% of portfolio
|
Q2 2025
Added 30.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
53,670
shares
|
$2.54 Million
0.0% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
53,379
shares
|
$2.53 Million
1.01% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
53,350
shares
|
$2.53 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
50,662
shares
|
$2.4 Million
0.28% of portfolio
|
Q1 2025
Added 74.55%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
50,524
shares
|
$2.39 Million
0.03% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
50,334
shares
|
$2.38 Million
0.02% of portfolio
|
Q1 2025
Reduced 33.88%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
May 09, 2025 Q1 2025 |
48,793
shares
|
$2.31 Million
5.27% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
47,290
shares
|
$2.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
46,578
shares
|
$2.21 Million
0.28% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
45,577
shares
|
$2.16 Million
0.05% of portfolio
|
Q2 2025
Reduced 17.23%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
45,427
shares
|
$2.15 Million
0.86% of portfolio
|
Q1 2025
Added 288.6%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
44,581
shares
|
$2.11 Million
0.08% of portfolio
|
Q1 2024
Reduced 16.58%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
44,570
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2025
Added 39.43%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
44,150
shares
|
$2.09 Million
0.14% of portfolio
|
Q4 2023
Reduced 18.47%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
44,126
shares
|
$2.09 Million
0.08% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Brewster Financial Planning LLC
|
Apr 22, 2025 Q1 2025 |
43,475
shares
|
$2.06 Million
1.53% of portfolio
|
Q1 2025
Added 1.26%
|